Brian Orr Posted April 28, 2023 Report Share Posted April 28, 2023 I have templates loaded that have content that needs to be edited or added before I send to the client to be signed. It seems the only option I have when preparing a template for signing is to add or adjust the signature fields. I want to be able to edit the pdf in certain files that do not need to be actioned by the client. please help. Link to comment Share on other sites More sharing options...
MJ Blanchard Posted February 7 Report Share Posted February 7 I thought a template would make things easier, but there is no easy way to add in customer details without me adding custom fields, and then I am not able to continue through the template as it asks for required fields and cannot find anywhere to do that. Letting them populate a field is not enough. I am using Chrome Link to comment Share on other sites More sharing options...
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